How-Tos

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The How-Tos are the collection of specific, task-oriented guides that walk you through common actions and processes in Workforce Planning, offering practical solutions for various scenarios.

How to Delete an Alternate Hierarchy?
How to Audit Hierarchies?
How To Calculate MTD and YTD Values for GL Data?
How to Update a Report When Changes Are Made to Accounts in the Report?
How to Add Members to Sibling Hierarchies?
How to Copy a Hierarchy?
How to Create a New Department as a Budget Entity?

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How to Audit Hierarchies?